Filed August 1, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $45,094 |
WOODBURY FINANCIAL SERVICES1+ years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $14,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,159 | $44,229-36.3% | $155,789-81.9% | $55,191-49.0% |
| Participation rate | 61.9% | 60.8%+1.1pp | 76.1%-14.2pp | 69.2%-7.2pp |
| Annual return | -1.04% | 0.37%-1.4pp | 71.54%-72.6pp | 10.78%-11.8pp |
| Employer contribution / active EE | $838 | $1,317-36.4% | $3,839-78.2% | $1,899-55.9% |
| Participant deferral / active EE | $2,752 | $2,851-3.5% | $4,798-42.6% | $3,046-9.7% |
| Admin fee / account holder | $272 | $86+215.4% | $7,477-96.4% | $91+199.5% |